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Building Relationships and Being Kind to Yourself with Nina O’Neal

Building Relationships and Being Kind to Yourself with Nina O’Neal

In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female…

Jamie Hopkins August 10, 2020
Retirement Income Planning and Creating Educated Clients with Christine Benz

Retirement Income Planning and Creating Educated Clients with Christine Benz

In today’s episode of Framework, Jamie talks with Christine Benz, Morningstar’s director of personal finance. Christine has worked with Moringstar for 25…

Jamie Hopkins August 3, 2020
Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein

Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein

In today’s episode of Framework, Jamie talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent…

Jamie Hopkins July 27, 2020
Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo

Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo

In today’s episode of Framework, Jamie talks with Angela Ribuffo, a financial services advisor based in Anchorage. Angela is the President and Financial Advisor…

Jamie Hopkins July 20, 2020
Training Elite Athletes and the Value of Experience with Kent Katich

Training Elite Athletes and the Value of Experience with Kent Katich

This week on Framework, Jamie Hopkins and guest host Brodrick Lothringer sit down with coach and trainer Kent Katich. Kent has coached some of the best athletes…

Jamie Hopkins July 13, 2020
Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning…

Jamie Hopkins July 6, 2020
Retirement Income Planning and Playchecks with Tom Hegna

Retirement Income Planning and Playchecks with Tom Hegna

On today’s episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military…

Jamie Hopkins June 29, 2020
Leading with Integrity and Building a Culture of Success with Bob McKillop

Leading with Integrity and Building a Culture of Success with Bob McKillop

In today’s episode of Framework, Jamie talks with Bob McKillop, head men’s basketball coach at Davidson. Bob started off as a collegiate player (via a failed…

Jamie Hopkins June 22, 2020
Mission-Based Investing and Participating in the Economy with Ashton Kutcher

Mission-Based Investing and Participating in the Economy with Ashton Kutcher

This week, Jamie talks with a man who needs no introduction: Ashton Kutcher. Ashton is an A-list celebrity with a long career in film and television. Today, he…

Jamie Hopkins June 15, 2020
Turning Challenges Into Inspiration and Bucket Planning with Jason Smith

Turning Challenges Into Inspiration and Bucket Planning with Jason Smith

In today’s episode of Framework, Jamie talks with Jason Smith, the CEO and founder of Clarity2Prosperity. Jason is a self-proclaimed retirement income nerd…

Jamie Hopkins June 8, 2020
Technology, Relationships and Disruption with Anthony Stich

Technology, Relationships and Disruption with Anthony Stich

On today’s episode of Framework, Jamie Hopkins talks with Anthony Stich, COO of Advicent, a Milwaukee-based financial services firm. Anthony’s journey into…

Jamie Hopkins June 3, 2020
Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin

Social Security and Navigating Evolving Financial Environments with Mary Beth Franklin

This week, Jamie Hopkins talks with Mary Beth Franklin.  Mary Beth is a thought leader in the world of retirement planning and a financial writer at Investment…

Jamie Hopkins May 26, 2020
Rethinking Fees and Challenging the Status Quo with Rick Ferri

Rethinking Fees and Challenging the Status Quo with Rick Ferri

This week, Jamie Hopkins talks with Rick Ferri, a CFA who is rethinking the way we charge clients and how we provide service as financial professionals. Rick went…

Jamie Hopkins May 18, 2020
Fearless Investing and Continual Innovation with Aaron Klein

Fearless Investing and Continual Innovation with Aaron Klein

This week, Jamie Hopkins talks with Aaron Klein. Aaron is the founder and CEO of Riskalyze and a Snappy Kraken board member. Since founding Riskalyze nearly a decade…

Jamie Hopkins May 11, 2020
Framework: Consistency, Process and Coaching Champions with Bob Bowman

Framework: Consistency, Process and Coaching Champions with Bob Bowman

This week, Jamie Hopkins talks with legendary coach Bob Bowman. Bob is the current head coach of the Arizona State University swim team and the head coach for the…

Jamie Hopkins May 4, 2020
Framework: Writing, Retirement Planning and Innovating with Wade Pfau

Framework: Writing, Retirement Planning and Innovating with Wade Pfau

Dr. Wade Pfau is the founder of Retirement Researcher, a retirement-focused firm that uses modern and sound academic research to help clients build a retirement…

Jamie Hopkins April 28, 2020
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